Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-28,920
| Closed | -$1.19M | – | 959 |
|
|
2017
Q3 | $1.19M | Buy |
+28,920
| New | +$1.19M | 0.02% | 435 |
|
|
2016
Q2 | – | Sell |
-55,800
| Closed | -$1.56M | – | 923 |
|
|
2016
Q1 | $1.56M | Buy |
55,800
+22,200
| +66% | +$621K | 0.04% | 360 |
|
|
2015
Q4 | $807K | Sell |
33,600
-37,200
| -53% | -$893K | 0.02% | 535 |
|
|
2015
Q3 | $1.58M | Buy |
+70,800
| New | +$1.58M | 0.04% | 338 |
|